This release is focused on helping you move through more claim work with less friction. You can start a claim with Guided Setup, manage projects from a new dashboard, and export estimate data in spreadsheet and PDF formats.
Here's what's new in Brelly:
New Ways to Work
Guided Setup: You can now start from
New Claim, chooseGuided Setup, upload your documents, let Brelly process them in the background. Key details in your claim will be auto-updated and you can open a ready Co-Pilot claim analysis thread when setup is complete.Project Dashboard: You can now see all of your projects in one place from a new Dashboard view. Use board or list view, search, status filters, and sorting to know where your business stands and find the right claim faster.
Assign a Claim: Claim projects can now be assigned to a specific person for easier filtering. For instance, on the new Dashboard, filter to only yourself to only see the claims you are responsible for.
Estimate Exports: You can now export Brelly estimate data as Excel, CSV, or printable PDF, so it is easier to share or review estimate details outside Brelly.
Documents & Files
File Renames: Renaming a file from the Files Library now sticks more reliably, and Co-Pilot will be able to find a file with an updated name.
Google Drive Import: If the Google Drive integration is enabled for your workspace, Co-Pilot can now import files from Google Drive into your claim for you.
Better Everyday Work
Claim Project Search: Search now puts the most relevant matches first, so it is easier to open the right project without digging.
Notes and Timeline Dates: Note edits are more reliable, and timeline items should stay on the calendar day you intended instead of sometimes being off by a day.
Organization Invites: Invalid or expired invite links can no longer get stuck replaying the same old error if you signed up elsewhere.